SMB Intelligence

Transform Data Into Actionable Information with SMB Intelligence

How do you take the leading business intelligence platform in the world and make it better?


That’s the question we’ve asked ourselves, and the question that we’ve answered with SMB Intelligence. Our answer? Flatten the learning and setup curve for our end users so that Power BI is more useful from the very beginning. Microsoft Power BI is an industry-leading business intelligence solution that helps organizations utilize their information to make powerful, game-changing business decisions. Its unique implementation makes it useful for firms that need a one-seat license — or firms that need several dozen. It’s also built to be secure from end-to-end so that the valuable insights about your business stay within your business. SMB Intelligence takes Power BI one step further by adding pre-configured dashboards and reporting tools that save you time and give you the intelligence you need to grow your business.


SMB Intelligence enables you to generate powerful, visual reports even if you’re not an expert in data visualization.


SMB Intelligence has over 120 free integrations with some of the most powerful business software solutions in the world.


The primary purpose of SMB Intelligence is to help generate insights that you can use to take action to improve your business – and it works.

Artificial Intelligence

Artificial Intelligence is at the heart of Microsoft’s Power BI – enabling you to ask business questions conversationally.


Power BI and SMB Intelligence are built with end-to-end security that works even when shared outside your organization, or when exported to another format.


SMB Suite configures Power BI as SMB Intelligence for as many users or as few as makes sense for your business.

Microsoft Power BI

If you’re not on the SMB Cloud (link) or want to go with the unconfigured version of Microsoft Power BI, we’re more than happy to assist you with getting started on Microsoft Power BI. Power BI is designed to help you make smarter decisions about your business using the data you already have. As a Microsoft Partner, we’re proud to offer Power BI as a solution for companies that know the power that data has to drive better business decisions. If you’re interested in getting started with Microsoft Power BI, give us a call at 866-956-1636 or reach out to our sales team.

Grow With SMB Suite

Want to learn more about SMB Intelligence from SMB Suite? Connect with our team.

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SMB Intelligence

SMB Intelligence was built to get you to data-based decision-making quickly and easily. What’s more: if you choose the SMB Cloud as your hosting provider, we include SMB Intelligence at no additional cost. Data has tremendous potential to help businesses not just survive, but thrive in an increasingly connected and competitive business world.


When you partner with SMB Suite, you gain access to our service-focused team working to ensure we configure each and every installation to meet your needs so you can grow your business, because at SMB Suite we’re committed to growing with you. As your business expands, we’ll help you use SMB Intelligence to make data-driven decisions about your business. To learn more about SMB Intelligence, give us a call at 866-956-1636 or reach out to our sales team.

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SMB Intelligence

SMB Intelligence

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Steve’s been with SMB Suite since 1998 and has been involved with nearly every aspects of the Company’s business as a strategist, professional services executive, cloud solutions architect, and senior consultant. In his current role, Steve is responsible for SMB Suite’s revenue and oversees the execution of ERP, CRM and BI projects for customers across a broad range of industries. Steve combines his expertise in MS Dynamics GP, CRM and other Microsoft products with a strong foundation in accounting and business to identify gaps and streamline customers’ processes. Prior to co-founding SMB Suite, Steve was previously Corporate Controller for MEHLE Behr and, prior to that, Audit Senior for Ernst & Young. Steve holds a Bachelor of Business Administration degree from the University of Texas at Arlington.

Jeremy is responsible for SMB Suite’s technology vision, strategy and implementation and is the architect of the Company’s Dynamics Cloud Platform. Highly adept in every facet of managed services, ERP systems and e-commerce platforms, Jeremy’s expertise spans the implementation and support of business and financial software solutions, as well as the customization and integration of SMB Suite’s cloud ERP technology stack. He holds numerous Microsoft and industry-related certifications, and was primarily responsible for designing the Company’s progressive business services platform in the early days of the Cloud. Prior to SMB Suite, Jeremy served as the financial analyst, systems administrator, and information systems liaison for a $2 billion financial services corporation.

Monty is responsible for SMB Suite’s day-to-day operation and, most importantly, its customers. As a leader, motivator and mentor, Monty creates loyal high performance teams willing to “walk through walls” to accomplish their goals. Prior to SMB Suite, Monty served as President of The Bradshaw Group (TBG), a global distributor, manufacturer, and repair facility for digital printers. In this role, he was the Company’s ambassador to its most important domestic, European and Latin American customers and TBG achieved a best-in-class Net Promoter Score of 74 for its superb customer satisfaction. Prior to TBG, Monty served as the General Manager of Sam’s Clubs three highest grossing U.S. stores and was named Regional Operator of the Year in 1999. Monty holds a BBA in Marketing from Texas Tech University and is an active member of Business Navigators. He has been active in Vistage International, Executives in Action, the Dallas/Fort Worth Retail Executives Association, as well as, A.P.I.C.S., the leading professional association for supply chain and operations management. Monty also volunteers with Hunger Busters and ManeGait, a therapeutic horsemanship organization.

David is a proven financial and information technology professional with expertise in providing business accounting software and computing solutions. He began his career by starting and managing a successful independent consulting practice for several years. He then launched the local systems consulting unit of Ernst & Young’s Entrepreneurial Services Group, leading the office into the hi-tech consulting arena. After successfully developing the unit for Ernst & Young, David founded NextCorp (which became SMB Suite in 2013) to serve the business software needs of clients throughout the US. David has made SMB Suite one of the best cloud ERP providers in the industry. In addition to being a successful entrepreneur and leader, he is a software and technology specialist, holding certifications in various Microsoft and other technologies.